A 50-year technological revolution is about to begin. These are the stocks to own, says strategist Critical information for the U.S. trading dayWorried about the present day troubles? Our call of the day, from Brad Neuman, director of market strategy at equities manager Alger, says we’re at the start of a technological revolution.

Coronavirus update: Global death toll climbs above 353,000; U.S. deaths surpass 100,000 Domino’s Pizza and Papa John’s enjoy strong sales bump, while Ralph Lauren’s sales falter with stores closedThe number of deaths from the coronavirus that causes COVID-19 rose above 353,000 on Wednesday, as the World Health Organization said the Americas are at the center of the pandemic following surges in infections in Brazil, Peru, Chile and others in the past few days.

Coronavirus update: Global case tally passes 5 million; U.S. scientist says don’t rely on a vaccine, job losses continue Macy’s issues a sales warning for the first quarter, but Best Buy profit and sale fall less than expected and BJ’s beats estimatesThe global case tally for the coronavirus that causes COVID-19 passed 5 million on Thursday after the biggest one-day increase since the start of the outbreak, as a top U.S. scientist cautioned that people should not rely on a vaccine and the labor market continued to show massive job losses.

Luckin Coffee shows how risky Chinese IPOs can be, but investors are just not listening After the debacle surrounding the would-be Starbucks slayer, it’s time for more U.S. government regulation on these dicey dealsOver the last few years, investors have been warned by shareholder advocates, a few short sellers, this column on MarketWatch, and most recently by the Securities Exchange Commission, about the huge risks they are taking by investing in Chinese initial public offerings in the U.S. markets. But based on the success of Kingsoft Cloud’s IPO Friday, investors are not listening.

Coronavirus update: U.S. death toll tops 91,000; Trump slams WHO, says he’s taking hydroxychloroquine to stave off COVID-19 Walmart cheers investors with blowout quarter; Southwest Airlines says demand is showing signs of improvementThe U.S. death toll from the coronavirus that causes COVID-19 rose above 91,000 on Tuesday, as President Donald Trump again threatened to cut off funding for the World Health Organization, accusing its leaders of failing to react quickly or aggressively enough at the start of the outbreak.

Asian markets gain on new hope for coronavirus vaccine Nikkei, Hang Seng surge after Moderna’s early-stage drug trial boosts Wall StreetAsian markets rose in early trading Tuesday, following sharp gains on Wall Street as the U.S. economy continued to slowly reopen and drug maker Moderna announced positive early results from a potential COVID-19 vaccine.

Alibaba, Walmart and Target are about to show retailers’ view of the pandemic Earnings Watch: Walmart and Target will show early effect of pandemic on U.S. retail, but don’t expect forecastsU.S. retail companies will be eagerly watching Alibaba Group Holding Ltd.’s Friday morning report, when the Chinese e-commerce giant will show what it was like to operate in the heart of the COVID-19 outbreak and emerge on the other side.

China warns U.S. against new restrictions against Huawei China says it will ‘take all necessary measures’ to protect its companiesChina’s commerce ministry says it will take “all necessary measures” in response to new U.S. restrictions on Chinese tech giant Huawei’s ability to use American technology, calling the measures an abuse of state power and a violation of market principles.

Trump administration moves to cut Huawei off from semiconductor suppliersThe Trump administration on Friday announced new rules targeting Chinese telecommunications-equipment company Huawei, in a move that came as tensions between Beijing and Washington are rising over the coronavirus pandemic.

Coronavirus update: Global death hits 300,000; poll finds most Americans disapprove of Trump’s handling of crisis Cisco says the pandemic is worse than the dot-com bust of 2000 and the 2008 crisis; Uber-Grubhub deal talks push aheadThe global death toll from the coronavirus that causes COVID-19 edged closer to 300,000 on Thursday, as a new poll found the majority of Americans disapprove of President Donald Trump’s handling of the pandemic.

Taiwan Semiconductor to build $12 billion chip factory in Arizona Deal comes despite concern over reliance on foreign-made chipsTaiwan Semiconductor Manufacturing Co., the world’s largest contract manufacturer of silicon chips, said Friday it would spend $12 billion to build a chip factory in Arizona, as U.S. concerns grow about dependence on Asia for the critical technology.

Bump in Chinese mobile phone shipments is a positive for Apple, analyst saysChinese domestic mobile phone shipments in April rose 14% on a year-over-year basis to 41.7 million, according to the China Academy of Information and Communications Technology, a research institute that's part of China's Ministry of Industry and Information Technology. The disclosure served as "another data point illustrating a strong recovery in China," Wells Fargo analyst Aaron Rakers wrote in a note to clients. The data also showed a 11.9% rise in shipments of local-brand mobile phones to 38 million, which Rakers said implied the non-China branded smartphone shipments were up 44% to 3.7 million. "We believe the snapback in total registration, and the even more pronounced growth in non-China branded registrations should be considered a positive for Apple's F3Q20 iPhone shipments in China," he wrote. Apple shares are up 0.9% in Tuesday trading. They've lost 2.9% over the past three months as the Dow Jones Industrial Average has declined 18%.

Hedge fund manager lays out his two best investments for a post-pandemic inflationary worldThe U.S. reached another grim pandemic milestone Friday, with news that post-recession employment gains have largely been wiped out, though some relief on the U.S.-China trade front has investors looking past that historic data.

It’ll be ‘Happy MAMA Day’ when we Make America Manufacture Again Ed Yardeni: Coronavirus deepens U.S.-China rift and spurs U.S. support for reshoring companies, domestic productionEd Yardeni: Coronavirus deepens U.S.-China rift and spurs U.S. support for reshoring companies, domestic production.

Lumentum's stock falls after profit beats but revenue misses, and provides Q4 outlook below forecastsShares of Lumentum Holdings Inc. dropped 3.0% in premarket trading Tuesday, after the optical networking and photonic products company beat fiscal third-quarter profit expectations but missed on revenue and provided a downbeat outlook, as the COVID-19 pandemic limited the ability to supply products to customers. The Apple Inc. supplier said it swung to net income of $43.4 million, or 56 cents a share, from a loss of $74.3 million, or 98 cents a share, in the year-ago period. Excluding non-recurring items, adjusted earnings per share rose to $1.26 from 92 cents, topping the FactSet consensus of $1.05. Revenue fell 7% to $402.8 million, missing the FactSet consensus of $408.5 million. "As the outbreak spread outside of China late in the quarter, we experienced supply disruptions in excess of our prior assumptions," the company said in a statement. For the fourth quarter, the company expects adjusted EPS of 70 cents to 90 cents, below the FactSet consensus of $1.05, and revenue of $325 million to $365 million, below expectations of $411 million. The stock has lost 10.1% over the past three months through Monday, while the S&P 500 has shed 14.8%.

Intel and Nvidia turn Merger Monday into a blockbuster sequel Chip makers add on to big-money purchases of Mobileye and Mellanox with new acquisitions that round out those offeringsThe COVID-19 pandemic didn’t put the brakes on Merger Monday this week, as two large chip makers announced deals Monday that shore up holdings from previous acquisitions.

Retiring in 10-20 years? Here’s your best approach to stocks right now, says top U.S. financial adviser. Critical information for the U.S. trading dayOur call of the day comes from a top financial planner in the U.S., who is keeping her cool, hoping for the best and offering this advice for those who still have some ways to go before retiring.

Coronavirus update: More than a million people have recovered; Trump pushes China conspiracy theory Exxon Mobil posts first quarterly loss in decades, and Clorox produces a blowout report thanks to demand for disinfecting productsThe number of patients that have recovered from the coronavirus that causes COVID-19 rose to more than a million on Friday, offering a rare piece of good news in the pandemic that has caused more than 230,000 deaths and tanked economies around the world.

Apple earnings dip amid coronavirus pandemic, but investors set to receive billions more Apple declines to give financial forecast due to COVID-19, but promises additional $50 billion in buybacks and a dividend increase Apple Inc. reported Thursday that profits slipped slightly but sales grew amid the spread of COVID-19, and promised investors billions more in stock repurchases and dividends.

How China used robots, drones and artificial intelligence to control the spread of the coronavirus It’s true that China instituted harsh restrictive measures. Left out of the story has been Chinese-designed technologyIt’s true that China instituted harsh restrictive measures. Left out of the story has been Chinese-designed technology.

The U.S. needs these 4 upgrades to its digital infrastructure to effectively fight the coronavirus U.S. needs upgrade on four digital fronts: payments; currency; identity, and dataGlitches with coronavirus relief money expose flaws in technology, write Daniel Gorfine and Kabir Kumar.

U.S.-China relations are bad and getting worse, with major ramifications for trade and investment — and the U.S.’s presidential election China is becoming a major campaign issue, as leaked Republican campaign document showsChina is becoming a major campaign issue, as leaked Republican campaign document shows, writes Beijing-based Tanner Brown.

Can Apple make new iPhones while dealing with coronavirus, and who will buy them? Apple in the age of COVID-19: Services segment may become even more important amid worries about suppliers in Asia and economic well-being of potential customers world-wideFor Apple Inc., the most valuable U.S. company, COVID-19 creates questions about supply and demand.

Big investors haven’t capitulated yet, so be wary of this market, warns SocGen strategist Critical information for the U.S. trading dayOur call of the day comes from a Société Générale strategist who says the stock market may strain for further gains. Because what it needs to keep going is out of reach right now.

Cookies and wet markets: Here’s where coronavirus and climate change collide Is palm oil as bad as cigarettes and coal in blurring the safety line between animals and humans? Analysts say ‘wet markets’ are only the tip of the issueInteraction between humans and animals, often forced because of lost biodiversity, is neither exclusive to the COVID-19 outbreak nor likely to become any less controversial absent intervention in coming years, environmentalists warn.

Slow Chinese economy casts doubt on speed of U.S. recovery, analysts say Chinese consumer spending contracted by 15.8% in MarchInvestors have taken some solace in signs that China is beginning to dig itself out of the economic hole created by the coronavirus pandemic as restrictions aimed at fighting the disease have been lifted in recent weeks.

U.S. public opinion toward China is at an all-time low, and it’s not solely about the coronavirus Animosity predates pandemic blame gameThe historic bilateral animosity predates the current pandemic blame game.

PC shipments drop despite jump in work-from-home demand, as coronavirus harmed supply Shuttered China factories restricted available units even as need for laptops grew when U.S. employees started staying homeWorldwide PC shipments fall sharply in the first quarter as supply tightens amid higher demand as the COVID-19 pandemic sweeps the globe, according to industry tracking firms late Monday.

Intel could experience sales surge due to coronavirus, but ‘all bets are off’ after that Intel in the age of COVID-19: Businesses that need laptops from workers staying at home and cloud providers who need data-center chips could be buying fast, but second half is a mysteryIntel Corp. could experience a huge early sales boost from companies outfitting stay-at-home workers with computers and a surge in cloud-services adoption, but the long-term picture for COVID-19 effects is not as clear.

Apple price target cut at Raymond James, sees revenue falling this year; stock ticks upApple Inc.'s stock price target was cut to $305 from $360 at Raymond James, with analyst Chris Caso citing expectations of slower iPhone and wearables demand as a result of the effect of the COVID-19 pandemic on China production and demand. Caso reiterated his outperform rating on Apple. "Our checks suggest iPhone component order cuts on the order of 15% of prior expectations," Caso wrote in a note to clients. "Prior to the [COVID-19] crisis, we believe Apple had been forecasting upside to Q2 build plans." He said he still expects an iPhone launch in the fall, but at a lower volume. For all of 2020, Caso expects total sales to decline 2% from 2019, while the FactSet sales consensus of $265.2 billion implies 1.9% growth. Apple's stock rose 0.2% in morning trading, after rising 11.0% last week, which was the best weekly performance since the week ended May 4, 2018. The stock has now lost 8.5% year to date, while the Dow Jones Industrial Average has declined 18.1%.

S&P 500 dividends are in better shape than the market expects. Here’s where investors should worry, says Bank of America. Critical information for the U.S. trading dayOur call of the day looks at the tricky question of dividends. The goods news is that big S&P 500 companies will probably hold up on those better than investors think.

Why these stocks are worth holding as markets navigate a deadly pandemic Critical information for the U.S. trading dayWhy you don’t want to grab for those cheap stocks as a deadly pandemic unfolds. Our call of the day has some quality stocks to recommend.

Global economy may shrink almost 1% in 2020 due to coronavirus, U.N. warns ‘Urgent and bold policy measures are needed,’ U.N. official saysThe global economy could shrink almost 1% this year due to the new coronavirus, a sharp reversal from the pre-pandemic forecast of 2.5% growth, the United Nations said Wednesday.

Huawei says more U.S. pressure could result in retaliation Chinese officials say Trump is abusing national security claims to restrain Huawei to U.S. tech companiesHuawei’s chairman warned Tuesday that more U.S. moves to increase pressure on the Chinese tech giant might trigger retaliation by Beijing that could damage its worldwide industry.

If stocks are headed higher, these underperformers are worth a look, says Jefferies Critical information for the U.S. trading dayOur call of the day from Jefferies equity strategists highlights a group of stocks that aren’t over popular and might be just what investors need if markets are ready to turn higher.

Audacious Chinese coffee chain Luckin, not content with its quixotic battle against Starbucks, dreams of becoming Amazon, too Luckin has opened 5,000 shops in China in a mere two years, more than Starbucks has opened in its two decades in the countryThe audacious Nasdaq-listed upstart came out of nowhere in 2017 and has used technology and breakneck expansion to remake the country’s coffee market

No, China’s economy hasn’t gotten better. The implications could be more serious than investors realize ‘There’s going to be mixed signals sent to markets,’ says Leland MillerForget the economy and the financial markets and imagine a new world order.

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